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Getting started10›

Welcome to Producify
Create your account
Create your office
Bring in your past sales
Invite your team
Set your yearly goals
Sign in for the first time
Sign in or reset your password
See your pay
Check your goals and rank

Sales15›

Record a sale
Upload a sales file
Match file columns
Delete a sales upload
Edit or delete a sale
Change several sales at once
Mark a sale issued
Fix a sale on the wrong person
Find a sale in the Sales Log
Read the trend chart
See sales by product
Save a Sales page as a PDF
Download sales as a spreadsheet
Choose what your team fills in on a sale
Split a sale between two producers

Leads13›

Upload internet leads
Match leads file columns
Delete a leads upload
Find a lead in the Leads Log
Edit or delete a lead
How leads are matched to sales
Link or unlink a lead and a sale
Mark a lead returned or credited
Add a lead vendor and its spend
Rename or delete a source
Read the ROI page
Compare lead vendors
Save a Leads page as a PDF

Pay & commissions22›

How pay works
Set your pay period and payouts start date
Build a commission plan
Add a bonus to a plan
Add a production bonus
Add a milestone bonus
Add a streak bonus
Add a Team Goal bonus
Assign a commission plan
Ask us to build or change a plan
Read the Payouts page
Read the Earnings Breakdown
Find pay carried from an earlier month
Run Pay Team
Download a pay summary
Pay again or undo a run
Record a chargeback
Take back a chargeback in Pay Team
Change a commission plan
Change payout settings after a Pay Team run
Enter a person's pay
Read Employee ROI

Team & leaderboards10›

Read the Team page
Open a person's record
See a person's achievements
Edit a team member
Choose what a team member can see
Mark someone as departed
Read the leaderboards
Choose what your office shares on Leaderboards
Start or join a league
Manage or leave a league

Goals & activities12›

Set monthly goals
Set goals from your history
Set goals for each person
Set activity goals
Check goal pace on Home
See the wins on Home
Set up activities
Log an activity
Fix or delete a logged activity
Fix a quote count
See your quote conversion
Record the office's monthly numbers

Ivy6›

Ask Ivy a question
Choose what Ivy can see
Read the weekly brief
Save an Ivy chat as a PDF
Email an Ivy chat to your team
Find, rename or archive an Ivy chat

Office & settings22›

Read the office calendar
Request or approve time off
Set office hours, holidays and paydays
Set a person's time off and schedule
Subscribe to the office calendar
Switch between offices
Open a second office
Join or leave another office
Read the Book page
Read the Rule of 78/108 page
Set up a digest email
Choose who gets a digest email
Change your name, phone or picture
Change your sign-in email or password
Change how Producify looks
Customize your sidebar
Find a Settings tab
Manage your subscription
Download all your data
Delete an office or your account
Get help
How we protect your data

Understanding your numbers35›

What Is Conversion Ratio in Insurance Sales?
Healthy Salary-to-Revenue Ratio for Agencies
How to Calculate Producer Commissions (Step-by-Step)
What Is a Producer Scorecard?
What Is a Carrier Statement (and Why It Matters)?
What Is a Book of Business in Insurance?
What Is a Commission Split?
What Is Retention Rate in Insurance?
What Is Quote-to-Bind Ratio (and Why It Matters)?
What Is Commission Reconciliation?
What Is Lead Source ROI in Insurance?
What Is Cost Per Policy (CPP) in Insurance?
What Is Cost Per Quote in Insurance?
What Is Producer Capacity in an Insurance Agency?
What Is Close Ratio in Insurance Sales?
What Is a Streak Bonus in Insurance Agency Pay?
What Is a Milestone Bonus in Insurance Agency Pay?
What Is a Team Bonus in Insurance Agency Pay?
What Is Production Credit in Insurance Sales?
What Is a Policy Lapse in Insurance?
How to Pay Insurance Producers: A Pay Period Checklist
Rule of 78 and Rule of 108: Life and Health Credits
How to Measure Internet Lead ROI for Your Agency
What Is Net Gain/Loss?
How Goal Projections Work
Understanding Your Metrics: A Glossary
How to Track Producer Performance
How Insurance Agency Commissions Work
Lead ROI for Insurance Agencies: The Complete Guide
How Much Do Insurance Agents Make Per Policy?
Short Rate vs Pro Rata Cancellation
Earned vs Unearned Premium
Sales Incentive Ideas for Insurance Agencies
Sales Contest Ideas for Insurance Offices
How to Increase Insurance Sales

Compare5›

Producify vs FrontRunner — Which Is Right for Your Agency?
Producify vs Mivation — Which Is Right for Your Agency?
Producify vs Trakability — Which Is Right for Your Agency?
Producify vs TodayApp Pro — Which Is Right for Your Agency?
Producify vs Spreadsheets — When to Stop Using Excel

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Agency analytics & incentive tracking for insurance agencies.

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